Tax refund? Invest in yourself.
Getting a refund this year? While you may already have plans for it, we urge you to consider investing in yourself.
Through CUSO Financial Services, you can receive a complimentary, no-obligation consultation with Tom Tan, our in-house CFS Financial Advisor. With more than a decade of experience, Tom can help you prepare a more secure future with retirement planning, tax-efficient investments,* life and long-term care insurance.
Contact Tom by email, or call 877.670.5860 toll free to schedule a free, no-obligation appointment today.
Tom Tan, CFS Financial Advisor is securities licensed in CA and MN, and insurance licensed in CA (#OD83590).
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment representatives are registered through CFS. USC Credit Union has contracted with CFS to make non-deposit investment products and services available to USC Credit Union members.
*For specific tax advice please consult a tax professional.
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